Getting Started

The Granite team is much more than just an investment firm. We're not here to sell you a product. We're here to walk you through a life-changing process, transforming your dreams and goals into reality. Money, in and of itself, is not the chief goal in life. We believe that peace of mind, happiness, and confidence in a plan means so much more – the money only being a means to an end.

As our motto states, "We put our arms around families and businesses, and carry them through the circumstances of life." Whether you have a large estate, or are just starting your financial plans, the Granite team would be delighted to visit with you so you can see if our creative comprehensive approach meets your needs and expectations. We do not charge for this consultation because we want you to check us out. Your confidence in our abilities comes first.

Please take a moment to complete this short questionnaire and a member of the Granite team will contact you to set up an appointment. We'll have refreshments waiting for you!